SMDLX Mutual Fund

SMDLX Mutual Fund (ClearBridge Tactical Dividend Income Fund CLass C) is managed by Franklin Templeton Investments (US) with $3.6M in net assets. SMDLX expense ratio is 2.10%, holding 79 positions across sectors including Energy, Information Technology, Industrials. Inception date: 2000-09-22.

SMDLX performance shows a YTD return of 8.39%. The 1-year return is 12.97% and the 5-year return is 8.76%. SMDLX dividend yield stands at 2.33%, paid quarterly.

SMDLX top holdings include Alphabet Inc Common Stock USD 0.001 (2.9%), Williams Cos. Inc. (2.9%), Apple, Inc (2.7%), Microsoft Corp (2.6%), Energy Transfer (2.4%). Go to all SMDLX holdings, SMDLX sectors, or SMDLX dividends.

SMDLX can be compared against other funds. Use SMDLX overlap to find shared positions, or SMDLX vs another fund for a side-by-side view. SMDLX alternatives are available via the screener, along with tax-loss harvesting opportunities.